Bruce Snyder
Bruce Snyder is a CFP-designated registered investment advisor at Sfg Wealth Advisors, LLC, based in Tampa, FL, with 25 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 262 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Linear fee schedule applies to households with $0 to $1.5 million in assets under management. The Blended fee schedule applies to households with over $1.5 million in assets under management. Fees are negotiable. If assets are managed through Frontier Asset Management, their fees range from 0.10% to 0.50% per year, in addition to SFG Wealth Advisors' fees.
Fee Estimator
Location
705 West Azeele Street, Tampa, FL, 33606
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Bruce sells fixed insurance and annuities, dedicating minimal time to this activity. He is also a registered representative of a broker-dealer and the President/Managing Member of SFG Wealth Advisors LLC, spending a significant amount of time providing investment advice and financial planning services.
Employment History
Current Registrations
Sfg Wealth Advisors, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.